Plan Snapshot
- Plan Sponsor: Charles Sargent Irrigation, INC.
- Sponsor EIN: 470402215
- Sponsor Address: 79772 HIGHWAY 21, BROKEN BOW, NE, 688226126
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $17.8M | $383,816 | $796,338 |
| 2023 | 158 | $15.2M | $249,931 | $676,251 |
| 2022 | 156 | $12.7M | $227,702 | $604,972 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DANA F. COLE & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANA F. COLE & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $33,196 | — | $33,196 | — | — |
| 2023 | $28,001 | — | $28,001 | — | — |
| 2022 | $26,686 | — | $26,686 | — | — |